Financial Advisor Position Available In Shelby, Tennessee

Financial Advisor Cadence Bank United States, Tennessee, Memphis Jun 18, 2025

Description Position:

Financial Advisor
Reports to: President, Cadence Investment Services

Division:

Cadence Investment Services

Reports To:

Program Coordinator, BancorpSouth Wealth Management

Working Conditions:

Normal, no adverse or hazardous conditions What The Role is: This Financial Advisor position will lead a Wealth Management Investment team in client
acquisitions, retention, service, and sales. They will build relationships with Cadence bankers
and centers of influence to identify potential clients, train licensed bank employees; and provide
whatever support is needed for the team’s existing client base. How You will Make an

Impact:

• Develop and present comprehensive personal and business financial plans
• Participate and lead client meetings in conjunction with the associate financial advisor
• Gather, organize, and synthesize client data within a financial planning context
• Prepare and provide analysis for client financial plans and presentations
• Prepare financial planning strategies for tax, retirement, insurance, estate, and other
  planning components as they relate to the client’s goals and objectives
• Communicate and collaborate with the client’s outside advisors (CPA, Estate Attorney,
  etc.)
• Participate in the continuous improvement of our firm’s standards
• Acquire and retain investment clients through existing relationships, bank referrals, and
  community involvement.
• Provide investment/insurance products and services, provide investment
  proposals/planning, and conduct annual client reviews.
• Recruit bank staff to obtain insurance licenses to join our referral and/or sales program.
• Conduct bank branch referral training.
• Comply with all industry and broker/dealer rules and regulations.
• Prepare new account and account maintenance documentation.

Who You Are:

CERTIFIED FINANCIAL PLANNER

Designation or willingness to obtain

• FINRA Series 7 & 63/65, registered with experience
• Sales skills and a good understanding of overall bank products and operations
• Exceptional social and communication skills necessary to assist clients
• Possess a high degree of self-motivation with the ability to work effectively as part of a
  team to deliver a superior client experience
• Willingness to rise above the position requirements to assist clients, prospects,
  management or other associates
• Outstanding verbal and written communication skills
• Bachelor’s Degree, required
• Four years of investment product sales experience, required Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.